Forum Private Client Group LLC

Forum Private Client Group LLC (CRD# 143075) is a financial advisory firm headquartered in Fishers, IN. They manage $142,538,701 in 781 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    781
    ACCOUNTS
  • Average Account Value
    $182,508
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, NE, TX

Financial Advisors at Forum Private Client Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
Benjamen M. Banks
CRD#: 5124959
11313 Usa Parkway, Fishers, IN 46037
96
Wealthminder
score

Benjamen Banks (CRD# 5124959) is an Investment Advisor Representative working at Forum Private Client Group LLC in Fishers, IN and has over 10 years of experience in the finance industry. Benjamen Banks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard J. Ridenour
CRD#: 3165629
11313 Usa Parkway, Fishers, IN 46037
93
Wealthminder
score

Richard Ridenour (CRD# 3165629) is an Investment Advisor Representative working at Forum Private Client Group LLC in Fishers, IN and has over 17 years of experience in the finance industry.

3
Tammy L. Marrs
CRD#: 6121724
11313 Usa Parkway, Fishers, IN 46037
90
Wealthminder
score

Tammy Marrs (CRD# 6121724) is an Investment Advisor Representative working at Forum Private Client Group LLC in Fishers, IN and has over 3 years of experience in the finance industry.

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